| Date | Description |
|---|
| 2024-03-09 |
insert cmo Tina Beck |
| 2024-03-09 |
insert founder John B. Petrick |
| 2024-03-09 |
insert vp Brandon B. Schwartz |
| 2024-03-09 |
insert vp Ximena Silva-Avila |
| 2024-03-09 |
delete address 14522 W Lajolla Drive
Litchfield Park, AZ 85340 |
| 2024-03-09 |
delete address 201 N. Brand Blvd. Suite 200
Glendale, CA 91203 |
| 2024-03-09 |
delete address 201 N. Brand Boulevard, Suite 200
Glendale, CA 91203 |
| 2024-03-09 |
delete address 708C E Grand Ave., Ste B
Arroyo Grande, CA 93420-3244 |
| 2024-03-09 |
delete address 708C E Grand Ave., Suite B
Arroyo Grande, CA 93420-3244 |
| 2024-03-09 |
delete address 9543 W. Emerald Street Suite 207
Boise, ID 83704 |
| 2024-03-09 |
delete contact_pages_linkeddomain myaccountviewonline.com |
| 2024-03-09 |
delete email ja..@perennialfs.com |
| 2024-03-09 |
delete email ke..@oversightit.com |
| 2024-03-09 |
delete email st..@perennialfs.com |
| 2024-03-09 |
delete index_pages_linkeddomain myaccountviewonline.com |
| 2024-03-09 |
delete management_pages_linkeddomain myaccountviewonline.com |
| 2024-03-09 |
delete phone (310) 445-2504 x 0 |
| 2024-03-09 |
delete phone (424) 442-2545 |
| 2024-03-09 |
delete phone (805) 991-7772 |
| 2024-03-09 |
insert address 14544 West Lajolla Drive
Litchfield Park, AZ 85340 |
| 2024-03-09 |
insert address 201 North Brand Blvd.
Suite 200
Glendale, CA 91203 |
| 2024-03-09 |
insert address 6321 Bury Drive
STE 10
Eden Prairie, MN 55346 |
| 2024-03-09 |
insert address 9543 West Emerald Street
Suite 207
Boise, ID 83704 |
| 2024-03-09 |
insert contact_pages_linkeddomain sec.gov |
| 2024-03-09 |
insert email ti..@perennialfs.com |
| 2024-03-09 |
insert email xi..@perennialfs.com |
| 2024-03-09 |
insert index_pages_linkeddomain sec.gov |
| 2024-03-09 |
insert management_pages_linkeddomain sec.gov |
| 2024-03-09 |
insert person Tina Beck |
| 2024-03-09 |
insert person Ximena Silva-Avila |
| 2024-03-09 |
insert phone (651) 998-4538 |
| 2024-03-09 |
update person_description Amy W. Johnson => Amy W. Johnson |
| 2024-03-09 |
update person_description Ben Lawler => Ben Lawler |
| 2024-03-09 |
update person_description Brad B. Harris => Brad B. Harris |
| 2024-03-09 |
update person_description Christopher A. Nowakowski => Christopher A. Nowakowski |
| 2024-03-09 |
update person_description Eddie Chan => Eddie Chan |
| 2024-03-09 |
update person_description John B. Petrick => John B. Petrick |
| 2024-03-09 |
update person_description Stan Choo => Stan Choo |
| 2024-03-09 |
update person_title Ben Lawler: Certified Public Accountant; Attorney, Financial Planner & Stockbroker => Juris Doctor, CPA, Financial Advisor and Wealth Manager |
| 2024-03-09 |
update person_title Brandon B. Schwartz: Financial Advisor => Vice President |
| 2024-03-09 |
update person_title John B. Petrick: Senior Managing Director => Co - Founder; Senior Managing Director |
| 2023-06-23 |
insert email ke..@perennialfs.com |
| 2023-06-23 |
insert phone (805) 243-8885 |
| 2023-06-23 |
update person_description Carlos C. Lluch => Carlos C. Lluch |
| 2023-06-23 |
update person_description John B. Petrick => John B. Petrick |
| 2023-05-05 |
delete source_ip 104.16.65.197 |
| 2023-05-05 |
delete source_ip 104.16.66.197 |
| 2023-05-05 |
delete source_ip 104.16.67.197 |
| 2023-05-05 |
delete source_ip 104.16.68.197 |
| 2023-05-05 |
delete source_ip 104.16.69.197 |
| 2023-05-05 |
insert source_ip 104.17.167.172 |
| 2023-05-05 |
insert source_ip 104.17.168.172 |
| 2023-05-05 |
insert source_ip 104.17.169.172 |
| 2023-05-05 |
insert source_ip 104.17.170.172 |
| 2023-05-05 |
insert source_ip 104.17.171.172 |
| 2023-02-09 |
insert svp Bart R. Albrigo |
| 2023-02-09 |
insert address 14522 W Lajolla Drive
Litchfield Park, AZ 85340 |
| 2023-02-09 |
insert address 9543 W. Emerald Street Suite 207
Boise, ID 83704 |
| 2023-02-09 |
insert email ba..@perennialia.com |
| 2023-02-09 |
insert email ja..@perennialia.com |
| 2023-02-09 |
insert person Bart R. Albrigo |
| 2023-02-09 |
insert person Jason R. Good |
| 2023-02-09 |
insert phone (208) 841-6904 |
| 2023-02-09 |
insert phone (623) 255-3384 |
| 2022-11-09 |
insert alias Perennial Investment Advisors, LLC |
| 2022-11-09 |
update person_description Stan Choo => Stan Choo |
| 2022-08-26 |
delete address 1821 Seminole Drive
Agoura Hills, CA 91301 |
| 2022-08-26 |
update person_description Lisa Camassa => Lisa Camassa |
| 2022-08-26 |
update person_description Michael Fuller => Michael Fuller |
| 2022-08-26 |
update person_description Rob Barber => Rob Barber |
| 2022-07-27 |
insert vp Eddie Chan |
| 2022-07-27 |
insert email ed..@perennialfs.com |
| 2022-07-27 |
insert person Eddie Chan |
| 2022-07-27 |
insert phone (424) 442-2516 |
| 2022-06-24 |
update person_description Ben Lawler => Ben Lawler |
| 2022-06-24 |
update person_title Ben Lawler: Juris Doctor, CPA, Financial Planner & Stockbroker => Certified Public Accountant; Attorney, Financial Planner & Stockbroker |
| 2022-03-22 |
insert email au..@perennialfs.com |
| 2022-03-22 |
insert person Audrey Kettering |
| 2022-03-22 |
insert phone (424) 442-2501 |
| 2021-06-25 |
insert address 708C E Grand Ave., Ste B
Arroyo Grande, CA 93420-3244 |
| 2021-06-25 |
insert address 708C E Grand Ave., Suite B
Arroyo Grande, CA 93420-3244 |
| 2021-06-25 |
insert email an..@perennialfs.com |
| 2021-06-25 |
insert email br..@perennialfs.com |
| 2021-06-25 |
insert email li..@perennialfs.com |
| 2021-06-25 |
insert email mi..@perennialfs.com |
| 2021-06-25 |
insert email ro..@perennialfs.com |
| 2021-06-25 |
insert fax (805) 481-5441 |
| 2021-06-25 |
insert person Anthony Lee |
| 2021-06-25 |
insert person Brandon B. Schwartz |
| 2021-06-25 |
insert person Lisa Camassa |
| 2021-06-25 |
insert person Michael Fuller |
| 2021-06-25 |
insert person Rob Barber |
| 2021-06-25 |
insert phone (424) 442-2575 |
| 2021-06-25 |
insert phone (805) 402-2053 |
| 2021-06-25 |
insert phone (805) 481-5441 |
| 2021-06-25 |
insert phone (805) 489-7550 |
| 2021-04-24 |
insert cto Kenji Martinez |
| 2021-04-24 |
insert email ja..@perennialfs.com |
| 2021-04-24 |
insert email ke..@oversightit.com |
| 2021-04-24 |
insert person James Di Cocco |
| 2021-04-24 |
insert person Kenji Martinez |
| 2021-04-24 |
insert phone (310) 508-7008 |
| 2021-04-24 |
insert phone (805) 991-7772 |
| 2021-04-24 |
update person_title Kelley Curtis: Client Services Associate => Client Service Associate |
| 2020-09-22 |
insert managingdirector Dane C. Streeter |
| 2020-09-22 |
insert phone (424) 442-2504 |
| 2020-09-22 |
update person_title Dane C. Streeter: Managing Director - Insurance LPL Registered Representative; Head of Family Legacy and Life Insurance Planning => Head of Family Legacy and Life Insurance Planning; Managing Director |
| 2020-03-08 |
insert address 1919 Washington Ave
Santa Monica, CA 90403 |
| 2020-03-08 |
insert email ma..@perennialfs.com |
| 2020-03-08 |
insert person Maarten Rietveld |
| 2020-03-08 |
insert phone (310) 490-0624 |
| 2020-01-06 |
insert about_pages_linkeddomain caprivacy.org |
| 2020-01-06 |
insert contact_pages_linkeddomain caprivacy.org |
| 2020-01-06 |
insert index_pages_linkeddomain caprivacy.org |
| 2020-01-06 |
insert management_pages_linkeddomain caprivacy.org |
| 2019-05-04 |
insert email st..@perennialfs.com |
| 2019-04-03 |
insert vp Stan Choo |
| 2019-04-03 |
insert email st..@perennialfs.com |
| 2019-04-03 |
insert person Stan Choo |
| 2019-04-03 |
insert phone (424) 442-2515 |
| 2019-04-03 |
update person_title Dane C. Streeter: Head of Family Legacy and Life Insurance Planning; Managing Director - Insurance Financial Planner => Managing Director - Insurance LPL Registered Representative; Head of Family Legacy and Life Insurance Planning |
| 2019-02-22 |
delete source_ip 23.21.55.208 |
| 2019-02-22 |
delete source_ip 50.17.182.107 |
| 2019-02-22 |
delete source_ip 54.243.201.210 |
| 2019-02-22 |
insert source_ip 104.16.65.197 |
| 2019-02-22 |
insert source_ip 104.16.66.197 |
| 2019-02-22 |
insert source_ip 104.16.67.197 |
| 2019-02-22 |
insert source_ip 104.16.68.197 |
| 2019-02-22 |
insert source_ip 104.16.69.197 |
| 2018-12-14 |
delete alias Perennial Financial Services, LLC |
| 2018-12-14 |
delete index_pages_linkeddomain xignite.com |
| 2018-12-14 |
insert address 201 N. Brand Boulevard, Suite 200
Glendale, CA 91203 |
| 2018-12-14 |
update person_title Ben Lawler: Juris Doctorate, CPA, Financial Planner & Stockbroke R; Juris Doctor, CPA, Financial Planner & Stockbroker => Juris Doctor, CPA, Financial Planner & Stockbroker |
| 2018-08-18 |
delete source_ip 54.225.168.212 |
| 2018-08-18 |
delete source_ip 54.235.195.0 |
| 2018-08-18 |
delete source_ip 54.243.168.108 |
| 2018-08-18 |
insert source_ip 23.21.55.208 |
| 2018-08-18 |
insert source_ip 50.17.182.107 |
| 2018-08-18 |
insert source_ip 54.243.201.210 |
| 2018-08-18 |
update person_title Ben Lawler: Juris Doctorate, CPA, Financial Planner & Stockbroke R; Juris Doctor, CPA, Financial Planner & Stockbroker / Wealth Advisor => Juris Doctorate, CPA, Financial Planner & Stockbroke R; Juris Doctor, CPA, Financial Planner & Stockbroker |
| 2018-07-10 |
delete vp Zara Guivi |
| 2018-07-10 |
delete email za..@perennialfs.com |
| 2018-07-10 |
delete person Zara Guivi |
| 2018-07-10 |
delete source_ip 54.227.236.208 |
| 2018-07-10 |
delete source_ip 54.243.71.120 |
| 2018-07-10 |
delete source_ip 54.243.171.220 |
| 2018-07-10 |
insert email ab..@perennialfs.com |
| 2018-07-10 |
insert person Abner Pacheco |
| 2018-07-10 |
insert source_ip 54.225.168.212 |
| 2018-07-10 |
insert source_ip 54.235.195.0 |
| 2018-07-10 |
insert source_ip 54.243.168.108 |
| 2018-07-10 |
update person_title Ben Lawler: Juris Doctorate, CPA, Financial Planner & Stockbroke R; Juris Doctorate, CPA, Financial Planner & Stockbroker => Juris Doctorate, CPA, Financial Planner & Stockbroke R; Juris Doctor, CPA, Financial Planner & Stockbroker / Wealth Advisor |
| 2018-05-07 |
delete email li..@perennialfs.com |
| 2018-05-07 |
delete person Linda Matias |
| 2018-05-07 |
delete source_ip 23.21.81.94 |
| 2018-05-07 |
delete source_ip 50.19.81.50 |
| 2018-05-07 |
delete source_ip 54.243.251.60 |
| 2018-05-07 |
insert source_ip 54.227.236.208 |
| 2018-05-07 |
insert source_ip 54.243.71.120 |
| 2018-05-07 |
insert source_ip 54.243.171.220 |
| 2018-01-25 |
delete source_ip 50.16.194.114 |
| 2018-01-25 |
insert source_ip 54.243.251.60 |
| 2017-12-18 |
delete source_ip 107.20.176.176 |
| 2017-12-18 |
delete source_ip 23.21.180.205 |
| 2017-12-18 |
delete source_ip 54.235.180.39 |
| 2017-12-18 |
insert source_ip 23.21.81.94 |
| 2017-12-18 |
insert source_ip 50.16.194.114 |
| 2017-12-18 |
insert source_ip 50.19.81.50 |